# Liferay, INC. 401(k) Plan
Source: https://planprovider.pro/companies/liferay-inc-401k-plan

> Liferay, INC.'s 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Liferay, INC.

- **Sponsor EIN:** 300383279

- **Sponsor Address:** 1400 MONTEFINO AVENUE, DIAMOND BAR, CA, 91765

- **Plan Type:** 401(k)

- **Total Participants:** 207

- **Total Assets:** $22.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|207|$22.7M|$655,500|$2.2M|

| 2023|240|$19.3M|$741,257|$2.4M|

| 2022|276|$15.3M|$735,728|$2.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WEDBUSH SECURITIES INC|INVESTMENT ADVISOR|$48,979|—|$48,979|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$38,179|—|$38,179|

| GRUBER AND LOPEZ, INC.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,158

- **Estimated Expense Ratio:** 0.384% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$87,158|$48,979|—|—|—|

| 2023|$72,354|$40,410|—|—|—|

| 2022|$74,709|$37,723|$36,986|—|—|

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